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Morgan Stanley

2,224 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 869 increasing their positions, 802 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 802

0.94% less ownership

Funds ownership: 84.26%83.32% (-0.94%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.31B
Puts
$4.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1576
Modern Wealth Management
Kansas
$401K
WAG
1577
Winthrop Advisory Group
Massachusetts
$399K
FFA
1578
Fi3 Financial Advisors
Indiana
$399K
GWANC
1579
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K
TWM
1580
Thrive Wealth Management
Pennsylvania
$398K
BW
1581
BXM Wealth
Colorado
$396K
S
1582
Sachetta
Massachusetts
$396K
UF
1583
Univest Financial
Pennsylvania
$395K
BWP
1584
Burling Wealth Partners
Illinois
$395K
ABC
1585
Associated Banc-Corp
Wisconsin
$395K
VNA
1586
Valley National Advisers
Pennsylvania
$395K
CA
1587
Cornerstone Advisory
Maryland
$394K
BFA
1588
Bragg Financial Advisors
North Carolina
$394K
JWM
1589
JGP Wealth Management
Oregon
$394K
EGWAG
1590
Elwood & Goetz Wealth Advisory Group
Georgia
$393K
DAM
1591
Doheny Asset Management
California
$393K
RCM
1592
Requisite Capital Management
Texas
$393K
CM
1593
Capula Management
Cayman Islands
$392K
SCI
1594
Silver Coast Investments
United States
$392K
HWM
1595
Horizon Wealth Management
Illinois
$391K
CPCM
1596
Cardinal Point Capital Management
Ontario, Canada
$390K
AWM
1597
Ariadne Wealth Management
California
$389K
GCP
1598
GSA Capital Partners
United Kingdom
$388K
HWM
1599
Hemington Wealth Management
Virginia
$388K
FG
1600
Foster Group
Iowa
$387K